Trad US IRA to Roth IRA - UK Tax Opinion

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Topic Author
nr8209
Posts: 6
Joined: Sun Apr 04, 2021 8:03 am

Trad US IRA to Roth IRA - UK Tax Opinion

Post by nr8209 »

I am looking for a paid UK tax professional to provide a written opinion regarding the UK taxation of the above. I have seen several posts saying transfers are UK tax free and if US tax is paid qualified distributions are also tax free. If you can recommend someone please could you PM me their contact details. The guy I'm currently working with believes lump sum transfers are taxable.
Topic Author
nr8209
Posts: 6
Joined: Sun Apr 04, 2021 8:03 am

Re: Trad US IRA to Roth IRA - UK Tax Opinion

Post by nr8209 »

Has anyone used Section 574A of ITEPA 2003 for Lump sum transfers/withdrawals?
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